前沿观察 | 引领未来：解析中国2026能源战略五大风向标

Core Insights - China's energy strategy is transitioning from a phase of "rapid expansion" to a new phase of "refined cultivation," focusing on strengthening domestic energy control while enhancing global energy influence [1][3] - Five key trends to watch in 2026 include: deep integration of artificial intelligence with the energy industry, enhanced macro governance by the government, strategic utilization of critical mineral resources, accelerated clean energy exports, and the layout of liquefied natural gas supply security [1][4] Investment and Economic Impact - China's clean energy investment is set to exceed $625 billion in 2024, marking a record high and significantly impacting global supply chains, contrasting sharply with the stagnation in energy transitions in the West [1][3] - As the world's second-largest economy, China's ongoing investments in clean energy are expected to reshape its energy production and consumption patterns while injecting strong momentum into global energy transitions [3][4] Key Trends - The first trend is the deep integration of artificial intelligence with the energy sector, with plans for large-scale application by 2027 and achieving international advanced levels by 2030 [4] - The second trend involves the continuous improvement of the energy governance system, utilizing market mechanisms and innovative measures to promote healthy market development [4][5] - The third trend focuses on the strategic assurance of critical mineral resources, emphasizing the importance of these resources in the context of global supply chain adjustments [5] - The fourth trend highlights the global sharing of clean energy technologies, with China aiming to provide high-quality clean energy products and solutions to the international market [5] - The fifth trend is the role of natural gas as a bridge in energy transition, supporting both carbon neutrality goals and energy supply security [5] Overall Outlook - China's energy development is shifting from a phase of scale expansion to one of quality enhancement, with a commitment to deepening global energy cooperation and contributing Chinese wisdom and strength to the world energy transition [5]